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LIONSTONE INVESTMENTS
712 Main Street
Suite 2500
Houston, Texas 77002
Tel: 713-533-5860
About LIONSTONE INVESTMENTS
LIONSTONE INVESTMENTS, formally registered with the SEC as LIONSTONE INVESTMENTS. The firm was established in 01/10/2012. They have over 3 offices throughout the country.
LIONSTONE INVESTMENTS is a Houston, Texas based Financial Planning firm with nearly $4,382,434,102 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 67 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160214 |
| SEC# | 801-73009 |
| Assets Managed by Firm | $4,382,434,102 |
| No. of Clients | 23 |
| No. of Advisors | 67 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ACQUISITION / DISPOSITION / LEASING FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 23 | $4,382,434,102 |
| Pension and profit sharing plans | 1 | $123,457,135 |
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